See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,177 | $100,326+1.8% | $180,183-43.3% | $84,808+20.5% |
| Participation rate | 47.3% | 71.0%-23.7pp | 77.4%-30.2pp | 68.3%-21.0pp |
| Annual return | 13.26% | 17.86%-4.6pp | 27.86%-14.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,048 | $3,269-67.9% | $5,039-79.2% | $2,631-60.2% |
| Participant deferral / active EE | $2,961 | $5,066-41.6% | $6,822-56.6% | $4,212-29.7% |
| Admin fee / account holder | $5,017 | $9,674-48.1% | $19,975-74.9% | $7,344-31.7% |